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Assistant Director, Client Experience Strategy

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

Northwestern Mutual (NM) has been helping families and businesses achieve financial security for 165+ years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and groundbreaking technology to best serve our clients!

On our team, as an Assistant Director of Client Experience Strategy you will be a thought partner in the development of client-centered strategies; you will also support cross-functional teams to drive business impact through multi-year planning and transparency into progress against plans. This role partners with leaders across Planning Excellence, Digital Product, Research, Data Science and Analytics, Financial Product (Risk and Investments), and Corporate Strategy to make strategic recommendations for large investments with significant impact on the strategic direction and performance. You will sit at the intersection of consumer insights, strategy, and business planning & operations to bring our differentiated client experience to life.

Key focus areas include:

  • Collaborate to define, launch, and drive strategic and operational initiatives within CXD, including but not limited to: customer experience visioning, multi-year planning, consumer insights & research, OKR articulation, etc.

  • Use structured problem-solving to develop and drive recommendations through to implementation and results; default to solving problems with a business-led approach and using data insights to formulate hypothesis statements.

  • Serve as a trusted partner to cross-functional team members, such as helping establish shared outcomes, including measurable OKRs that track progress across large portfolios and teams.

  • Conduct strategic planning across large portfolios of work; conduct portfolio analysis and prioritization to advise strategic priorities.

  • Prepare and deliver executive updates, articulating insights and synthesizing complex ideas into crisp concepts and action plans.

  • Imagine the future of our organization and build visualizations (e.g., storyboards, vignettes, interactive figmas) with our Design, Engineering, and Product

  • Expert management and organization to independently lead distinct bodies of work and/or projects, including anticipating business needs beyond immediate next steps and connecting the strategy to execution.

What this role needs:

We are looking for dedicated and driven candidates who can be successful in a highly matrixed organization and a collaborative team approach. You’ll partner to define, drive, and operationalize CXD’s strategy and business outcomes. The ideal candidate can lead through ambiguity, connect the dots, and define and deconstruct problems.

  • 4+ years of work experience (financial services experience a plus)

  • 2+ years of strategy experience

  • A BS/BA degree or higher

Desired qualifications:

  • Excellent written and verbal communication skills including advanced PowerPoint skills and proficient Excel skills

  • Experience defining multidisciplinary strategies that leverage frameworks in a fast-paced environment; ability to work within tight timelines

  • Effective thought leadership skills and business acumen

  • Experience presenting to executives and proficient storytelling skills

  • Ability to effectively lead, partner with and optimally influence senior executives and other partners at all levels across the matrixed organization

  • Willingness for travel to Milwaukee (if NYC based) once to twice a month


  • Tuition reimbursement, commuter plans, and paid time off

  • Highly competitive compensation that include base salary plus bonus

  • Medical/Dental/Vision plans, 401(k), pension program


Compensation Range:

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Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additiona l information relating to location-based pay structures.

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now!

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.